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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
201
MUFG Americas
New York
$102M -$3.9M -8,710 -4%
SPIA
202
Steward Partners Investment Advisory
New York
$101M +$3.44M +7,685 +4%
PP
203
Prudential plc
United Kingdom
$101M -$36.6M -81,776 -27%
FSWA
204
Financial Synergies Wealth Advisors
Texas
$100M -$2.81M -6,275 -3%
SC
205
Soundwatch Capital
Connecticut
$100M -$80.1M -179,160 -45%
HH
206
HWG Holdings
Texas
$99.4M +$68.2M +152,557 +229%
RWM
207
Rezny Wealth Management
Florida
$97.7M +$712K +1,591 +0.7%
PFM
208
Phillips Financial Management
Indiana
$97.3M +$4.03M +9,022 +4%
RWM
209
RKL Wealth Management
Pennsylvania
$96.1M +$6.36M +14,217 +7%
IWC
210
Integrated Wealth Concepts
Massachusetts
$95.8M +$28.5M +63,644 +43%
CFIA
211
Cantor Fitzgerald Investment Advisors
New York
$95.4M -$5.72M -12,783 -6%
SSB
212
Sandy Spring Bank
Maryland
$95.3M +$1.18M +2,635 +1%
SAM
213
Satovsky Asset Management
New York
$95.1M -$873K -1,951 -0.9%
Rockefeller Capital Management
214
Rockefeller Capital Management
New York
$94.8M +$13.4M +29,895 +17%
TWA
215
TPB Wealth Advisors
Texas
$94.6M +$35M +78,265 +60%
PP
216
Pegasus Partners
Wisconsin
$94.6M +$4.19M +9,374 +5%
SAM
217
Securian Asset Management
Minnesota
$93.4M – – –
BNP Paribas Financial Markets
218
BNP Paribas Financial Markets
France
$91.6M +$71.2M +159,310 +374%
CIM
219
CenturyLink Investment Management
Colorado
$90.7M -$29.6M -66,124 -25%
IWP
220
Icon Wealth Partners
Texas
$89M +$33.7M +75,272 +62%
GWM
221
Geneos Wealth Management
Colorado
$88.1M -$3.5M -7,824 -4%
SG
222
Swarthmore Group
Pennsylvania
$88M – – –
GF
223
Genworth Financial
Virginia
$87.2M +$38.6M +86,400 +82%
RIS
224
Retirement Income Solutions
Michigan
$86.9M +$2.13M +4,766 +3%
CCFCSB
225
Cape Cod Five Cents Savings Bank
Massachusetts
$86.5M -$1.06M -2,376 -1%